Recently, Aimi Vaccine (06660.HK) has successively issued two important announcements, marking the company's significant progress in technological innovation and global layout.

First, the company announced the access to the DeepSeek technology platform, actively responded to the national "AI+" industrial development strategy, and fully deployed the access to the DeepSeek large model. Through the localization strategy, it promoted the application of DeepSeekR1 version in all business scenarios of the group, and achieved "cost reduction, quality improvement, and efficiency increase" throughout the life cycle of vaccines.

Secondly, Aimi Vaccine mRNARSV vaccine (respiratory syncytial virus vaccine) obtained the clinical approval of the US Food and Drug Administration (FDA), marking that the company's R&D strength in the field of innovative vaccines has been internationally recognized.

With strong R&D strength, diversified product portfolio and clear globalization strategy, Aimi Vaccine is accelerating its leapfrog development.

Fosun International Securities predicted in its research report that in the next few years, Aimi Vaccine will see the launch of a number of blockbuster vaccine products, including serum-free rabies vaccine, 13-valent pneumococcal conjugate vaccine, mRNA herpes zoster vaccine, etc. The launch of these innovative products will drive the company to achieve leapfrog development and promote its valuation revaluation.

"Based on the calculation of the discounted cash flow (DCF) model, we give the company a 12-month (February 12, 2026) target price of HK$11.00." Fosun International Securities pointed out in its research report.

Access to DeepSeek, "AI+Vaccine Smart Enterprise" is about to emerge

At the beginning of 2025, DeepSeek rose rapidly and became a phenomenal existence. Today, this craze has also swept the medical industry. Recently, many medical-related companies have announced access to DeepSeek, and more medical companies have also announced that they will increase their layout in the field of artificial intelligence (AI).

As a leading domestic vaccine company, Aimi Vaccine announced on February 23 that it would fully access the DeepSeek model. Through localization strategy, DeepSeekR1 version is promoted to be applied in all business scenarios of the group.

Specifically, in terms of research and development, Aimi Vaccine will use the DeepSeek big model to obtain better candidate vaccines through discovery, design, manufacturing and other processes. At the same time, the company will use DeepSeek to combine generative models with deep learning technology to optimize the sequence design and stability of mRNA vaccines.

In terms of clinical, DeepSeekR1 version is fully connected with clinical trial management system, EDC, central random system, etc., to realize the full-link intelligence from data collection, analysis to decision-making, shorten the clinical trial cycle, improve data accuracy and compliance, and help vaccines to be quickly listed.

In terms of production and quality management, Aimi Vaccine mentioned in the announcement that DeepSeek is connected with MES, LIMS, and SCADA systems to build production and quality inspection prediction models, optimize production processes, improve efficiency, reduce energy consumption, and achieve preventive quality control through AI analysis to ensure high-standard compliance of vaccines.

In terms of marketing management, DeepSeek is connected with the CRM system to improve data analysis efficiency, accurately predict market demand, and provide support for the company's business decisions. At the same time, AI technology is also applied to company management, talent training and financial management, building an enterprise-level knowledge base and comprehensively improving management level.

By fully accessing the DeepSeek big model, Aimi Vaccine has deeply penetrated AI technology into the entire industry chain, providing intelligent solutions for global immune prevention and control, and promoting innovation and upgrading in the vaccine industry.

mRNA RSV vaccine approved for clinical trials in the United States, accelerating the pace of globalization

While fully accessing DeepSeek, Aimi Vaccine has also made new progress in product research and development. The clinical approval from the US FDA this time indicates that Aimi Vaccine's mRNA technology platform has been recognized by international regulators.

RSV (respiratory syncytial virus) is a common respiratory virus, which poses a serious threat to infants and the elderly.

According to Fosun International Securities Research Report data, RSV causes more than 33 million children under the age of 5 to develop acute lower respiratory tract infections (ALRTI) every year, of which about 10% of children need hospitalization, and 2%-5% of hospitalized children may die. It is estimated that by 2032, the number of severe RSV infections in children under the age of 5 will reach 37.07 million worldwide.

At present, there is no approved antiviral drug for clinical use against respiratory syncytial virus in the world. Vaccination for active immune prevention is an effective means to avoid severe respiratory syncytial virus infection.

Fosun International Securities mentioned that the global RSV drug market (including therapeutic drugs and vaccines) is expected to grow to US$12.8 billion by 2032, of which vaccines will account for more than half of the market share.

According to the announcement, in preclinical animal trials, the test results of third-party testing units showed that the specific IgG antibody titer, true virus neutralizing antibody titer, and specific T cell immunity of the mRNA respiratory syncytial virus vaccine of Aime Vaccine were significantly higher than the mRNA respiratory syncytial virus control vaccine on the international market.

"Aime Vaccine's mRNA RSV vaccine targets unmet clinical needs and is expected to provide more efficient and safer prevention options for children and the elderly, fill market gaps and alleviate pressure on the global medical system." Fosun International Securities Research Report pointed out.

The mRNA RSV vaccine of Aime Vaccine has obtained the clinical approval of the US FDA, which is not only a reflection of the company's innovative strength, but also an important step in its globalization strategy.

In recent years, Aimi Vaccine has actively expanded its international market and has successfully exported rabies vaccines and meningococcal vaccines to emerging markets such as Pakistan, Egypt, Tajikistan and Cote d'Ivoire, continuously enhancing the company's international market influence.

Fosun International Securities pointed out in its research report that Aimi Vaccine has the strength to expand into the global market with its full industrial chain layout and strong R&D capabilities. With the launch of innovative products such as mRNA RSV vaccine, the company is expected to occupy an important position in the global vaccine market. Especially in low-income and middle-income countries, Aimi Vaccine's cost-effective vaccine products will have significant market competitiveness.

In addition, Aimi Vaccine is actively promoting the pre-certification work of the World Health Organization (WHO). Once pre-certification is obtained, the company will be able to enter the procurement market of international organizations such as the United Nations Children's Fund (UNICEF) and the Global Vaccine Alliance (Gavi), further expanding its global business scope.

In addition to breakthroughs in technological innovation and global layout, Aimi Vaccine has previously issued an announcement on its proposed IPO on the A-share Science and Technology Innovation Board. As the domestic capital market environment gradually warms up, Aimi Vaccine's return to A is expected to accelerate.

If Aimi Vaccine is successfully listed on the A-share market, it will provide it with more financing channels to further support the company's research and development and global expansion. At the same time, investors in the A-share market may also have the opportunity to share the growth dividends of Aimi Vaccine in the vaccine field.

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